Possible for client users to use timesheets?
Hello, We are setting up a project where the bulk of development will be performed by subcontractors. We were thinking of setting them up as client users to have access to project information resources. Is it possible for a client user to log time againstCopying a milestone
Hi, We have completed a fairly detailed milestone with a number of task lists and tasks. We now have a few projects which require the same tasklists and tasks. Rather than recreate them all - is it possible to copy the milestone? Thank you MarcMulti-Sort Functionality, Projects List
It is proving so hard for us to manage any kind of decent view into our Active list of projects (which now hovers between 150 and 225 at a time). In addition to my other suggestion here (which hasn't had any activity in a year), I'd like to suggest thatNaming Successor tasks after creating the project using deluge
HI We are using Deluge to create a project from a deal once it goes to a certain stage. The Project name will pull its name from the deal. The project tasklist itself is a standard task list we have for all the deals that don't really change, it coversHow do I bulk archive my projects in ZOHO projects
Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapilTip of the week: Add documents from your favorite cloud service to your project
Cloud picker lets you easily add documents from your favorite cloud service to your projects. In the documents module, click on upload new file and then click on cloud services. This displays the cloud picker. Select the cloud service of your choice from the left margin and authenticate yourself. The files in the service now get displayed here. Select on a document and click attach, and it gets listed among your project documents.How can I add Material cost to a project?
Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks BarbaraHow do I associate a custom function with a task workflow
Trying to set up the Milestone Autocomplete Custom Function. I think I have the parameters set, but the description includes this comment: "Function has to be associated with task workflow which executes when the status field is updated." What does thatAssign project owner to specific tasks on project template
Hi all I managed to create a project template and wonder if there is a way to assign tasks in a way that depending on who starts a new project using this template, specific task would automatically assigned to the creator of the nwe project. Thank you.What is the point of Zoho Projects under Zoho One Plan?
Hello. I feel like Im missing the point. We are slowly implementing zoho apps in our company. We are happily using CRM, Creator, Books, Sign, Mail, Workdrive, Writer and Flow. So its time to learn something about Zoho Projects and seems like featuresCan I hide some of the unwanted tabs in Zoho projects?
Hi, Is it possible to hide or remove tabs that we dont need. See my screenshot for exemple. Best regards, JoelZoho Project Premium and Enterprises versions
Can we work as a one team with some premium and some enterprises versions purchase. Further Can we work in ZOHo Project with gmail accountContext Menu in Zoho Projects
Context menus provide quick access to specific functions by a right-click on the mouse or touch-pad. Zoho Projects now supports context menus for the Users and Teams module. Context menus, as the name suggests, provide a set of functions based on theability to add user name
it’s better to be able to add username in case of adding a user using an email that not exist in Zoho portal. this is because, that when I’m adding a new user using his email other than Zoho email, this user's name will be presented by his email addressPdf Gantt Chart
i cant get the Gantt chart in full view "task list and bar chart" for all tasks list when i export it to PDF And i am asking about how to hide the unscheduled task column from the Gantt chart view and how to set start the Gantt chart view with the projectAdd decimal fields to bug tracker layout
Hi, I'm testing bug tracker now and i found that decimal fields are not available when changing layout for bug tracker (setup -> customization -> bug -> layout). Only number fields are available and it only allows integer. Anyone knows if it's possiblezoho timesheet email notifications
Hi all i've seen that in zoho project is possible to receive a reminder for the timesheet not compiled. I didn't find how to set that the administrator needs to receive the email for all the users Thanks in advance MarcoTip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggleCan bugs be changed to tasks?
Sometimes bugs posted will be Change Request (CR). Is there way to convert the posted bugs into Task in the Task list? If not, this is the useful feature, please provide at the earliest. Thanks, AnandIntegration with Microsoft Sharepoint
I was wondering if documents in Zoho Projects will integrate with Microsoft Sharepoint as a link... meaning if I place a document in Sharepoint it could link with Zoho Projects.automatic sending of a report
Hi all, is possible to configure automaic sending of report in zoho project? For example: I need to receive via email an automatic report of Timesheet of all my users Or I need to receive a report of all the projects that are close to end date ThaWhat is the "Modules" field in Zoho Projects Issues and how is it used
I can find no documentation on this. It appears to be a relational/lookup field that lists projects and templates and relates to an issue, but is not necessarily linked to the project where that issue resides. What exactly is it and what is the useProject Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn moreHow to handle generic users?
Use case 1: I'm managing a project that includes sub-contractors who don't have a computer and I don't want them logging in, but I want to assign certain tasks to them, and I'll monitor them and update their progress and status Use case 2: I'm managing a project that includes a functional team with rotating, nameless users and I don't want them logging in, but I want to assign certain tasks to them, and I'll monitor them and update their progress and status In these Use cases? What should I do? (MicrosoftIntegrate Jira with Projects
Hi I am considering integrating Jira tickets with zoho projects. For each ticket open in jira, i would like a new task to be added to the zoho project. Everytime a ticket is closed the task is marked as complete. If updates are recorded in jira, wouldTimesheet time log sorting
The Timesheet "List View" presents time log entries in no apparent sort order. It would be very helpful to have the option to sort by start time or task name. Ideally, all views that show individual time log entries (such as the project timesheet list views) would sort by log entry start time, then by task name, by default, with the option of sorting the opposite way. Just to be clear, I mean sorting timesheet logged entries by the beginning of the time spent. For example, say I log my work onUnable to add new task via API - Input Parameter Missing
I'm following the spec at http://www.zoho.com/projects/developers/tasklists-api.html#7 to Add a new task to a Project Task list - I think I have all of the required form items populated based on the provided sample,but I'm getting an error: {"code":6831,"message":"Input Parameter missing"} https://projectsapi.zoho.com/portal/{PortalName}/api/private/xml/task/add?apikey={ApiKey}&ticket={Ticket} projId=f8044dc4a76d2d98e298090ee4ab5d05b3711e3d6848763c, personresponsible=aee2293d0f655f48, listId=f8044dc4a76d2d986e2974ab7fd72a8b6755b1c1035e80e0,Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working onManaging Prepaid Hours for Consulting
We are a consulting firm that bills clients a flat upfront annual fee plus an hourly rate and offer a discount for pre-paying a block of hours. Hours that surpass the pre-paid block are billed monthly at the normal rate. If there are any pre-paid hours remaining at the end of the project they are banked for future use. I'm not seeing a method of doing this in Projects/Books/CRM... thoughts?Weird glitch that happends randomly on some hours
This issue has occured on two or three occasions and I can´t grasp as to why this would happened? Anyone know why this happens or how to prevent or solve the issue?Move Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employeeDependency task dissapears
Open a existing task. Select Dependency tab. Select Add Task and add a task using the same Task List. Now switch tab or exit the Dependency tab. Then select the Dependency tab. The task just added is missing.Recurring Tasks and Reminders in Projects
Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future recurring task is not created if the previous one is not completed. Here's how it works. Creating recurring tasks Click on an existing task or create a new task. And then click Make it Recurring to set the recurring frequency. You can set it to repeatAdding emoji reactions to comments on tasks
Please can you consider allowing emoji reactions to comments on tasks so we can give it a thumbs up (etc) as there is no way to acknowledge a comment currently without replying to it as far as I can tell...?Option to not truncate text in project tags
See screenshot, it would be helpful if there was a view or setting to not truncate the tags otherwise don't know what some of them are without hovering over each to see the data-tooltip.Allow associating of tasks to other tasks
right now, we can associate tasks to issues(bugs) inside zoho projects desktop. this is helpful because when you complete the issue the tasks can still remain open. With tasks, if i want my techs to complete sub tasks, then i can create sub tasks on aTasks indicate that they have a description
Tasks description can have important information for the execution. However, not all tasks need description. That leads to cases, where users do not open the task details to explore their description. I see a high value, when there would be an indicatorProjects List - Custom Views Include Sorting
We have between 75 and 125 open Projects at a time and use a Custom View for our weekly review/update meeting. The trouble is that the custom view works for filtering, but it does not have sorting. Why does that matter? If I click on any project toTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Zoho Projects mobile app now supports iOS 16 compatible lock screen widgets and focus filters.
Hello All, In the latest version of the Zoho Projects iOS app (v3.5.12), we have brought in support for the below enhancements. Lock screen widgets: The mobile app now supports lock screen widgets that let you display today's activities, upcoming eventsNext Page
Announcements
Tip of the week: Add documents from your favorite cloud service to your project
Cloud picker lets you easily add documents from your favorite cloud service to your projects. In the documents module, click on upload new file and then click on cloud services. This displays the cloud picker. Select the cloud service of your choice from the left margin and authenticate yourself. The files in the service now get displayed here. Select on a document and click attach, and it gets listed among your project documents.Context Menu in Zoho Projects
Context menus provide quick access to specific functions by a right-click on the mouse or touch-pad. Zoho Projects now supports context menus for the Users and Teams module. Context menus, as the name suggests, provide a set of functions based on theTip 36: Budget in Zoho Projects
Are costs escalating? Not sure where your money goes? Project Budget puts you in control... It is now easy to identify the tasks/bugs which exceed the planned cost of the project. Planned cost is the product of work hours and rate per hour (rate specified while creating the project budget). Cost variance is the difference between actual and planned cost. If you are in green then the overall cost is within the budget, red means that the actual cost exceeds the planned cost. If you are in red, juggleProject Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn moreMove Timesheet from one Task/Issue to another
Timesheets are used for tracking time logs of tasks, and issues. You can control the number of hours a user can log into timesheets. In Zoho Projects, you can move these timesheets from one task/issue to another. Consider a scenario where John is an employee
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automatic sending of a report
Hi all, is possible to configure automaic sending of report in zoho project? For example: I need to receive via email an automatic report of Timesheet of all my users Or I need to receive a report of all the projects that are close to end date ThaContext Menu in Zoho Projects
Context menus provide quick access to specific functions by a right-click on the mouse or touch-pad. Zoho Projects now supports context menus for the Users and Teams module. Context menus, as the name suggests, provide a set of functions based on thePdf Gantt Chart
i cant get the Gantt chart in full view "task list and bar chart" for all tasks list when i export it to PDF And i am asking about how to hide the unscheduled task column from the Gantt chart view and how to set start the Gantt chart view with the projectzoho timesheet email notifications
Hi all i've seen that in zoho project is possible to receive a reminder for the timesheet not compiled. I didn't find how to set that the administrator needs to receive the email for all the users Thanks in advance MarcoNaming Successor tasks after creating the project using deluge
HI We are using Deluge to create a project from a deal once it goes to a certain stage. The Project name will pull its name from the deal. The project tasklist itself is a standard task list we have for all the deals that don't really change, it covers
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Context Menu in Zoho Projects
Context menus provide quick access to specific functions by a right-click on the mouse or touch-pad. Zoho Projects now supports context menus for the Users and Teams module. Context menus, as the name suggests, provide a set of functions based on theProject Management via Emails in Zoho Projects
We write mails to communicate. In Zoho Projects, we can write mails to collaborate. Yes, Zoho Projects supports Email based project management. The mails that you send turn into tasks, bugs, project comments, forum replies, etc. The following are some of the frequently asked questions that might be of some help to you. What are the pre-requisites to manage my projects through Emails? You need to have a personal / business mail ID that is registered and confirmed with accounts.zoho.com To learn moreTip of the Week: Task Sorting
I believe that sorting of tasks helps managing the activities in a better fashion. You might second it too . By default, the tasks are listed chronologically. However, you can sort the tasks either by its title, start date, end date, priority, created by and percentage completion. All you have to do is, click the Task Sorting option and select the required criteria. Few points to be noted about task sorting: This option is available in the Classic View only (within My Tasks, Tasks & Milestones section).Work agile in Zoho Projects! The much-awaited Zoho Sprints integration is in the making.
Let your teams work in both classic and agile methodology using our integration with Zoho Sprints. We made sure you get the best of both worlds with this integration. You can scale through teams irrespective of what methodology they use and make sure they work with speed and flexibility. And, you can do it all from one place- Zoho Projects. Why this integration is a benefit? This integration mostly helps in managing classic and agile practices together. Most organizations use a mix of both classicWeb Tabs in Zoho Projects
Web Tab allows you to access external websites within Zoho Projects. You can associate web tabs to specific Projects by which, only the users of that particular project will be able to access the web tab . Create web tabs by embedding the URL of the external
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